Project Management – VTiger Experts

VTiger Mobile App

VTExperts — Thu, 06 Feb 2020 12:56:53 +0000

Modern day business environment requires your customers to be updates on the go. That is why we developed VTiger mobile app for our clients, using this app you can access several different functions at your mobile devices.

This app allows to perform different function on records e.g. creating record, editing record etc. It enables you to check what are the recent comments made on your VTiger. In addition to that you can access notification centre through mobile app as well. This app is simple but incredibly unique and helps you to get job done

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Email/Conversation View – Extension for VTiger

VTExperts — Tue, 23 Oct 2018 22:26:51 +0000

Email/Conversation view extension for VTiger transforms "simple" email list into conversation view. The view is very easy to read and includes email message on the list, meaning that you don't need to open email to see the response. In addition, it differentiates emails from customers versus vtiger users by highlighting the background and adding divider borders.

The plugin is configurable, where you can define how many characters to show on the preview, set cut off variables, remove line breaks - essentially, everything you would need to see email communication at a glance.

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Knowledge Base

VTExperts — Tue, 23 Oct 2018 20:08:17 +0000

Knowledge base plugin for VTiger was designed to allow users to access internal documentation more easily. Very easy to use navigation/interface accessible from any page in VTiger. In addition, knowledge base does not overwrite current page you are on, but instead opens a popup/overlay, meaning that you can open and close it while editing/creating records.

It has instant + smart search, where the results will be displayed as you type. We added custom search logic to find only relevant articles. The plugin itself is fully customizable. You can create your own category, set limits on articles, configure custom permissions and much more.

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Convert Quote/Invoice/Order to Project

VTExperts — Mon, 20 Aug 2018 20:14:20 +0000

Extension for VTiger designed to convert Quote/Invoice/Order to Project. It comes with intuitive conversion wizard/popup includes:

Pre-filled Project Name (with subject)
Option to select Project Start/End Date
Option to exclude products/services (by default, all products/services get automatically checked/included)
Option to set Project Task Start/End Date

When the project gets created, it will automatically create project tasks as well. Each project task will get associated with appropiate service/product. Project will get associated with quote/invoice/order from which it was created.

You can also auto-fill additional data from quote/invoice/order to project. This would have to be done by creating simple workflow (executed when project gets created) and configure it to auto-fill/set required fields. (Same method applies to auto-filling product/service information to project task or setting default values).

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Progress Bar

VTExperts — Mon, 20 Aug 2018 18:51:04 +0000

Progress Bar Extension for VTiger was designed to add more visibility and allow instant updates for the configured "progress" (stage/status) field. Progress bar is displayed in the header and is clickable (record gets updated when user clicks on progress bar value). Progress bar can be configured on any module (as long as it has picklist field).

It's simplistic design allows users to easily see the stage the record is in and update with a single click.

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Custom Buttons

VTExperts — Sat, 14 Jul 2018 16:02:32 +0000

Custom Buttons Extension for VTiger was designed to improve efficiency when updating records. Buttons can be configured to show modal popup with selected fields. For example, you can add a button to "Update Address" which will only show address fields when clicked. This is very primitive example, however it can be used for so much more. Most commonly used scenarios:

Checklists (popups that only include checklist fields)
Missing/Incomplete information (custom logic to show/hide buttons only if conditions are true e.g "Missing phone number").
Sales Stage specific information (popups that only include demo, on-boarding, follow up schedule..)

In addition, it supports conditional logic, meaning that buttons can be shown or hidden based on certain condition. For example, if organization's address is incomplete - you could show a button indicating that and with an option to update address when the button is clicked.

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Job Scheduler/Calendar

vte — Tue, 04 Jul 2017 13:06:23 +0000

We enhanced standard VTiger calendar by adding a Job/Work Scheduler view, which is a must-have for organizations that rely on calendar and scheduling. It was designed to show all the users/groups as rows, while the days/hours/weeks/months remain as columns. This allows users to see events assigned to each user without them overlapping onto other users/hours.

Job/Work Scheduler Calendar for VTiger is an addition to existing calendar and supports most of the standard calendar features such as click to edit event, click to create new events, display different calendar types (tasks, events, project tasks, invoices, birthdays, custom types). Therefore, tile/box text is configurable + unique colors can be assigned based on status (also configured by user).

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Summary Widgets

vte — Fri, 29 Jul 2016 16:55:19 +0000

Extension which will bring summary view back to life by adding valuable information using customized VTiger widgets. It's easy-to-use interface allows users to quickly and easily create custom widgets and specify things like name of the widget, columns/fields to display, limit records (if needed) & enable or disable ability to create new records from within the widget.

It also has the ability to include field level filter e.g "Show me open tickets", or "Show me closed tickets".

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Notifications/Reminders

vte — Wed, 04 May 2016 16:46:14 +0000

Notifications/Reminders for VTiger is an extension allowing users to trigger a simple notification using standard workflows & display it in the menu header, which can be easily accessed within a single click. The extension integrates with VTiger workflows, which makes it very powerful for any type of notifications/alerts.

Ideally used for reminders and notifications for upcoming activities, open/closed tickets as well as immediate notifications for urgent matters.

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Time Tracker

vte — Fri, 22 Jan 2016 16:04:57 +0000

Time Tracker for VTiger Extension is designed to quickly & easily track the time spent while working on a task. It's unique design allows to show and hide the timer within a single click without leaving the page. It also includes the ability to run multiple timers & switch between them. Custom fields, comments, & manual time tracking are also supported.

It integrates with Accounting/Invoicing and allows rates to be specified for each type of "time tracking activity" as well as custom rates per client. It is compatible with Contacts, Organizations, Leads, Tickets, Projects & Opportunities.

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